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NasdaqGM - Delayed Quote USD

Goldman Sachs Large Cap Value Svc (GSVSX)

14.62
-0.01
(-0.07%)
At close: April 17 at 7:34:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.94%
5y Average Return 12.04%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 17, 2025) 32.41%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 32.41%
Worst 3Y Total Return 3.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSVSX
Category
YTD
-0.19%
4.44%
1-Month
-4.45%
-4.04%
3-Month
-0.19%
4.09%
1-Year
4.92%
14.37%
3-Year
7.08%
6.04%
5-Year
15.70%
9.20%
10-Year
7.53%
8.57%
Last Bull Market
16.78%
22.97%
Last Bear Market
-12.68%
-11.27%

Annual Total Return (%) History

Year
GSVSX
Category
2025
--
--
2024
16.55%
--
2023
12.51%
11.63%
2022
-6.69%
-5.90%
2021
23.38%
26.22%
2020
3.80%
2.91%
2019
25.35%
25.04%
2018
-9.03%
-8.53%

2017
9.19%
15.94%
2016
11.14%
14.81%
2015
-4.76%
-4.05%
2014
12.20%
10.21%
2013
32.41%
31.21%
2012
19.11%
14.57%
2011
-7.89%
-0.75%
2010
11.96%
13.66%
2009
24.71%
24.13%
2008
-37.37%
-37.09%
2007
3.40%
1.42%
2006
18.39%
18.15%
2005
5.64%
5.95%
2004
18.74%
12.97%
2003
25.04%
28.44%
2002
-12.35%
-18.69%
2001
-5.39%
-4.99%
2000
10.10%
7.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.19% -- -- --
2024 10.88% -2.27% 9.36% -1.65%
2023 0.42% 4.70% -3.95% 11.41%
2022 -0.54% -12.68% -3.75% 11.63%
2021 8.74% 4.63% 0.12% 8.32%
2020 -24.58% 12.28% 6.45% 15.15%
2019 11.80% 3.54% 1.44% 6.75%
2018 -3.93% 1.68% 6.26% -12.36%
2017 3.61% 1.51% 1.03% 2.75%
2016 -2.51% 3.59% 3.72% 6.11%

2015 -0.29% 1.26% -11.18% 6.19%
2014 3.19% 5.31% -0.11% 3.37%
2013 10.63% 3.94% 5.79% 8.85%
2012 13.95% -4.60% 7.49% 1.93%
2011 4.69% -1.47% -19.67% 11.16%
2010 6.84% -13.60% 9.88% 10.38%
2009 -10.09% 15.01% 15.21% 4.68%
2008 -8.00% 1.26% -13.97% -21.86%
2007 0.84% 6.42% 0.19% -3.83%
2006 4.11% 0.15% 6.82% 6.30%
2005 -1.77% 1.72% 4.39% 1.27%
2004 4.32% 2.59% 0.84% 10.03%
2003 -3.89% 12.83% 2.05% 12.99%
2002 2.60% -6.95% -14.24% 7.06%
2001 -6.74% 4.10% -9.47% 7.65%
2000 -1.10% -2.12% 8.57% 4.76%

Rank in Category (By Total Return)

YTD 79
1-Month 88
3-Month 79
1-Year 71
3-Year 49
5-Year 66

Load Adjusted Returns

1-Year 4.92%
3-Year 7.08%
5-Year 15.70%
10-Year 7.53%

Performance & Risk

YTD Return -6.94%
5y Average Return 12.04%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Goldman Sachs
Net Assets 428.21M
YTD Return -0.19%
Yield 0.89%
Morningstar Rating
Inception Date Nov 30, 2007

Fund Summary

The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in a diversified portfolio of equity investments in large-cap U.S. issuers. Although it will invest primarily in publicly traded U.S. securities, the fund may invest in foreign securities including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies.

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